Jaibir joins Marcellus from Premji Invest, India’s largest family office by assets under management, where he spent 9 years as a member of the team that managed ~US$3bn in listed equities with the last 3 years being spent as head of research. Prior to that, Jaibir worked for CLSA and Clear Capital in research roles. Over a career spanning 16 years in equities, he has tracked multiple sectors, including consumer, retail, autos, hotels and airlines.
Qualification: Jaibir is CFA charter holder with a B.Com (Hons) from St. Xavier’s College, Kolkata, and a Post-graduate Diploma in Management from the Indian Institute of Management – Bangalore.
Articles by team Marcellus
MeritorQ: Rebalancing Bonus
We have previously highlighted in MeritorQ: The Moneyball of Quality Investing the key reasons to rebalance in the context of MeritorQ’s investment rules. In this newsletter, we delve into how rebalancing between uncorrelated equity styles like Quality and Value, which forms the basis for selecting stocks in MeritorQ, further enhances MeritorQ’s returns. We call this the […]
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Portfolio Performance and Update on Fundamentals - December 2024
Note: For all strategies except GCP, Performance data shown is net of fixed fees and expenses charged till December 31st, 2024 and is net of annual performance fees (Except for Little Champs Portfolio) charged for client accounts whose account anniversary/performance calculation date falls upto the last date of this performance period. Since, for Little Champs Portfolio, […]
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University Education and the Illusion of Learning
In a year in which, over 80% of India’s latest crop of graduates failed to get jobs, we find that university education in India neither increases the probability of employment nor gives an uplift to earnings. These challenges are being exacerbated by the rise of AI & automation. Specifically, the skills necessary to thrive in […]
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